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| Happy Holidays!! thanks for using AUM13F!! |
| Zullo Investment Group Inc
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| CRD # | 311698 |
| SEC # | 801-120008 |
| CIK # | 0001909760 |
| AUM | $398.5 M (2025-05-15) |
| Employees | 3 (67% Investors, 67% Brokers) |
| Phone | 570-543-5255 |
| Address | 132 Adams Avenue Scranton, PA 18503 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 33.3 | ||
| Nvidia Corp | 21.5 | ||
| Microsoft Corp | 16.6 | ||
| Facebook Inc | 9.9 | ||
| Amazon Com Inc | 9.3 | ||
| J P Morgan Chase & Co | 6.0 | ||
| Netflix Inc | 3.6 | ||
| Tesla Motors Inc | 3.4 | ||
| Alphabet Inc | 3.4 | ||
| Home Depot Inc | 2.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 384 | 202.0 |
| (b) Individuals (high net worth individuals) | 80 | 196.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,318 | 398.5 |
| By Discretionary | ||
| Discretionary | 1,313 | 383.2 |
| Non-Discretionary | 5 | 15.3 |
| Total | 1,318 | 398.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 398.5 | |
| Total | 1,318 | 398.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001909760] |
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|---|---|---|
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0.4 | |
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Terra Wealth Management LLC
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NC | 0.4 |
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Pavion Blue Capital LLC
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CA | 0.4 |
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Hayek Kallen Investment Management LLC
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HI | 0.4 |
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KS | 0.4 |
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AZ | 0.4 |
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IL | 0.4 |